Insightful client list and automated custom reports for you and your clients

Rootworks easily and safely connects to yours and your customers’ QuickBooks Online accounts.​

No data scientist or configuration required. Our smart software crunches the numbers and delivers automated insights into the businesses and clients for you.​

Results are auto-sent by email, synced to Google Sheets, and archived for you.​

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Start Practicing Smart Client Management with Rootworks​

Use our lists to manage your clients better and price your advisory services for the value driven by the results we calculate.​

Selected by AICPA

Selected by the AICPA and as a solution that brings technology and value to an evolving accounting profession. We provide partners with the resources you need to deliver more decision support and value to your firm and your SMB clients. Instantly and simply.

AICPA Startup Accelerator award